Minor in Personal Financial Planning

Advising Information

Advisor: Kelli Rawson
Office: Business 309
Phone Number: 435.797.2272
Email: kelli.rawson@usu.edu

Students seeking a minor must be approved by the School of  Accountancy and achieve at least a 2.5 grade point average in the required courses. Courses required for this minor may not be taken pass/fail.

*In order to qualify to sit for the CFP exam, PFP 5090 (Personal Financial Plans) must also be completed.

Minor Requirements (15 Credits)

Course Number	Course Name	Semesters Taught	Credits
ACCT 3410	Income Taxation I	F, Sp, Su	3
PFP 5060	Personal Financial Planning and Advising	F	3
PFP 5070	Retirement Planning	Sp	3
PFP 5080	Estate Planning	Sp	3
Chose one course from the following:
PFP 3460	Fundamentals of Personal Investing	Sp	3
FIN 4460	Investments	F, Sp	3